Merge branch 'main' into feature/286_export_pdf
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This commit is contained in:
carla 2026-02-13 17:40:05 +01:00
commit 22458cd52b
34 changed files with 4931 additions and 76 deletions

View file

@ -178,7 +178,9 @@ defmodule Mv.Authorization.PermissionSets do
# Groups overview
"/groups",
# Group detail
"/groups/:slug"
"/groups/:slug",
# Statistics
"/statistics"
]
}
end
@ -243,7 +245,9 @@ defmodule Mv.Authorization.PermissionSets do
# Group detail
"/groups/:slug",
# Edit group
"/groups/:slug/edit"
"/groups/:slug/edit",
# Statistics
"/statistics"
]
}
end

View file

@ -87,7 +87,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
def generate_cycles_for_member(member_or_id, opts \\ [])
def generate_cycles_for_member(member_id, opts) when is_binary(member_id) do
case load_member(member_id) do
case load_member(member_id, opts) do
{:ok, member} -> generate_cycles_for_member(member, opts)
{:error, reason} -> {:error, reason}
end
@ -97,25 +97,25 @@ defmodule Mv.MembershipFees.CycleGenerator do
today = Keyword.get(opts, :today, Date.utc_today())
skip_lock? = Keyword.get(opts, :skip_lock?, false)
do_generate_cycles_with_lock(member, today, skip_lock?)
do_generate_cycles_with_lock(member, today, skip_lock?, opts)
end
# Generate cycles with lock handling
# Returns {:ok, cycles, notifications} - notifications are never sent here,
# they should be returned to the caller (e.g., via after_action hook)
defp do_generate_cycles_with_lock(member, today, true = _skip_lock?) do
# Lock already set by caller (e.g., regenerate_cycles_on_type_change)
defp do_generate_cycles_with_lock(member, today, true = _skip_lock?, opts) do
# Lock already set by caller (e.g., regenerate_cycles_on_type_change or seeds)
# Just generate cycles without additional locking
do_generate_cycles(member, today)
do_generate_cycles(member, today, opts)
end
defp do_generate_cycles_with_lock(member, today, false) do
defp do_generate_cycles_with_lock(member, today, false, opts) do
lock_key = :erlang.phash2(member.id)
Repo.transaction(fn ->
Ecto.Adapters.SQL.query!(Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
case do_generate_cycles(member, today) do
case do_generate_cycles(member, today, opts) do
{:ok, cycles, notifications} ->
# Return cycles and notifications - do NOT send notifications here
# They will be sent by the caller (e.g., via after_action hook)
@ -235,25 +235,33 @@ defmodule Mv.MembershipFees.CycleGenerator do
# Private functions
defp load_member(member_id) do
system_actor = SystemActor.get_system_actor()
opts = Helpers.ash_actor_opts(system_actor)
# Use actor from opts when provided (e.g. seeds pass admin); otherwise system actor
defp get_actor(opts) do
case Keyword.get(opts, :actor) do
nil -> SystemActor.get_system_actor()
actor -> actor
end
end
defp load_member(member_id, opts) do
actor = get_actor(opts)
read_opts = Helpers.ash_actor_opts(actor)
query =
Member
|> Ash.Query.filter(id == ^member_id)
|> Ash.Query.load([:membership_fee_type, :membership_fee_cycles])
case Ash.read_one(query, opts) do
case Ash.read_one(query, read_opts) do
{:ok, nil} -> {:error, :member_not_found}
{:ok, member} -> {:ok, member}
{:error, reason} -> {:error, reason}
end
end
defp do_generate_cycles(member, today) do
defp do_generate_cycles(member, today, opts) do
# Reload member with relationships to ensure fresh data
case load_member(member.id) do
case load_member(member.id, opts) do
{:ok, member} ->
cond do
is_nil(member.membership_fee_type_id) ->
@ -263,7 +271,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
{:error, :no_join_date}
true ->
generate_missing_cycles(member, today)
generate_missing_cycles(member, today, opts)
end
{:error, reason} ->
@ -271,7 +279,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
end
end
defp generate_missing_cycles(member, today) do
defp generate_missing_cycles(member, today, opts) do
fee_type = member.membership_fee_type
interval = fee_type.interval
amount = fee_type.amount
@ -287,7 +295,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
# Only generate if start_date <= end_date
if start_date && Date.compare(start_date, end_date) != :gt do
cycle_starts = generate_cycle_starts(start_date, end_date, interval)
create_cycles(cycle_starts, member.id, fee_type.id, amount)
create_cycles(cycle_starts, member.id, fee_type.id, amount, opts)
else
{:ok, [], []}
end
@ -382,9 +390,9 @@ defmodule Mv.MembershipFees.CycleGenerator do
end
end
defp create_cycles(cycle_starts, member_id, fee_type_id, amount) do
system_actor = SystemActor.get_system_actor()
opts = Helpers.ash_actor_opts(system_actor)
defp create_cycles(cycle_starts, member_id, fee_type_id, amount, opts) do
actor = get_actor(opts)
create_opts = Helpers.ash_actor_opts(actor)
# Always use return_notifications?: true to collect notifications
# Notifications will be returned to the caller, who is responsible for
@ -400,7 +408,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
}
handle_cycle_creation_result(
Ash.create(MembershipFeeCycle, attrs, [return_notifications?: true] ++ opts),
Ash.create(MembershipFeeCycle, attrs, [return_notifications?: true] ++ create_opts),
cycle_start
)
end)

237
lib/mv/statistics.ex Normal file
View file

@ -0,0 +1,237 @@
defmodule Mv.Statistics do
@moduledoc """
Aggregated statistics for members and membership fee cycles.
Used by the statistics LiveView to display counts and sums. All functions
accept an `opts` keyword list and pass `:actor` (and `:domain` where needed)
to Ash reads so that policies are enforced.
"""
require Ash.Query
import Ash.Expr
require Logger
alias Mv.Membership.Member
alias Mv.MembershipFees
alias Mv.MembershipFees.MembershipFeeCycle
@doc """
Returns the earliest year in which any member has a join_date.
Used to determine the start of the "relevant" year range for statistics
(from first membership to current year). Returns `nil` if no member has
a join_date.
"""
@spec first_join_year(keyword()) :: non_neg_integer() | nil
def first_join_year(opts) do
query =
Member
|> Ash.Query.filter(expr(not is_nil(join_date)))
|> Ash.Query.sort(join_date: :asc)
|> Ash.Query.limit(1)
case Ash.read_one(query, opts) do
{:ok, nil} ->
nil
{:ok, member} ->
member.join_date.year
{:error, reason} ->
Logger.warning("Statistics.first_join_year failed: #{inspect(reason)}")
nil
end
end
@doc """
Returns the count of active members (exit_date is nil).
"""
@spec active_member_count(keyword()) :: non_neg_integer()
def active_member_count(opts) do
query =
Member
|> Ash.Query.filter(expr(is_nil(exit_date)))
case Ash.count(query, opts) do
{:ok, count} ->
count
{:error, reason} ->
Logger.warning("Statistics.active_member_count failed: #{inspect(reason)}")
0
end
end
@doc """
Returns the count of inactive members (exit_date is not nil).
"""
@spec inactive_member_count(keyword()) :: non_neg_integer()
def inactive_member_count(opts) do
query =
Member
|> Ash.Query.filter(expr(not is_nil(exit_date)))
case Ash.count(query, opts) do
{:ok, count} ->
count
{:error, reason} ->
Logger.warning("Statistics.inactive_member_count failed: #{inspect(reason)}")
0
end
end
@doc """
Returns the count of members who joined in the given year (join_date in that year).
"""
@spec joins_by_year(integer(), keyword()) :: non_neg_integer()
def joins_by_year(year, opts) do
first_day = Date.new!(year, 1, 1)
last_day = Date.new!(year, 12, 31)
query =
Member
|> Ash.Query.filter(expr(join_date >= ^first_day and join_date <= ^last_day))
case Ash.count(query, opts) do
{:ok, count} ->
count
{:error, reason} ->
Logger.warning("Statistics.joins_by_year failed: #{inspect(reason)}")
0
end
end
@doc """
Returns the count of members who exited in the given year (exit_date in that year).
"""
@spec exits_by_year(integer(), keyword()) :: non_neg_integer()
def exits_by_year(year, opts) do
first_day = Date.new!(year, 1, 1)
last_day = Date.new!(year, 12, 31)
query =
Member
|> Ash.Query.filter(expr(exit_date >= ^first_day and exit_date <= ^last_day))
case Ash.count(query, opts) do
{:ok, count} ->
count
{:error, reason} ->
Logger.warning("Statistics.exits_by_year failed: #{inspect(reason)}")
0
end
end
@doc """
Returns totals for membership fee cycles whose cycle_start falls in the given year.
Returns a map with keys: `:total`, `:paid`, `:unpaid`, `:suspended` (each a Decimal sum).
"""
@spec cycle_totals_by_year(integer(), keyword()) :: %{
total: Decimal.t(),
paid: Decimal.t(),
unpaid: Decimal.t(),
suspended: Decimal.t()
}
def cycle_totals_by_year(year, opts) do
first_day = Date.new!(year, 1, 1)
last_day = Date.new!(year, 12, 31)
query =
MembershipFeeCycle
|> Ash.Query.filter(expr(cycle_start >= ^first_day and cycle_start <= ^last_day))
query = maybe_filter_by_fee_type(query, opts)
# Only pass actor and domain to Ash.read; fee_type_id is only for our filter above
opts_for_read =
opts
|> Keyword.drop([:fee_type_id])
|> Keyword.put(:domain, MembershipFees)
case Ash.read(query, opts_for_read) do
{:ok, cycles} ->
cycle_totals_from_cycles(cycles)
{:error, reason} ->
Logger.warning("Statistics.cycle_totals_by_year failed: #{inspect(reason)}")
zero_cycle_totals()
end
end
defp cycle_totals_from_cycles(cycles) do
by_status = Enum.group_by(cycles, & &1.status)
sum = fn status -> sum_amounts(by_status[status] || []) end
total =
[:paid, :unpaid, :suspended]
|> Enum.map(&sum.(&1))
|> Enum.reduce(Decimal.new(0), &Decimal.add/2)
%{
total: total,
paid: sum.(:paid),
unpaid: sum.(:unpaid),
suspended: sum.(:suspended)
}
end
defp sum_amounts(cycles),
do: Enum.reduce(cycles, Decimal.new(0), fn c, acc -> Decimal.add(acc, c.amount) end)
defp zero_cycle_totals do
%{
total: Decimal.new(0),
paid: Decimal.new(0),
unpaid: Decimal.new(0),
suspended: Decimal.new(0)
}
end
defp maybe_filter_by_fee_type(query, opts) do
case Keyword.get(opts, :fee_type_id) do
nil ->
query
id when is_binary(id) ->
# Only apply filter for valid UUID strings (e.g. from form/URL)
if Ecto.UUID.cast(id) != :error do
Ash.Query.filter(query, expr(membership_fee_type_id == ^id))
else
query
end
id ->
Ash.Query.filter(query, expr(membership_fee_type_id == ^id))
end
end
@doc """
Returns the sum of amount for all cycles with status :unpaid.
"""
@spec open_amount_total(keyword()) :: Decimal.t()
def open_amount_total(opts) do
query =
MembershipFeeCycle
|> Ash.Query.filter(expr(status == :unpaid))
query = maybe_filter_by_fee_type(query, opts)
opts_for_read =
opts
|> Keyword.drop([:fee_type_id])
|> Keyword.put(:domain, MembershipFees)
case Ash.read(query, opts_for_read) do
{:ok, cycles} ->
Enum.reduce(cycles, Decimal.new(0), fn c, acc -> Decimal.add(acc, c.amount) end)
{:error, reason} ->
Logger.warning("Statistics.open_amount_total failed: #{inspect(reason)}")
Decimal.new(0)
end
end
end

View file

@ -88,6 +88,14 @@ defmodule MvWeb.Layouts.Sidebar do
/>
<% end %>
<%= if can_access_page?(@current_user, PagePaths.statistics()) do %>
<.menu_item
href={~p"/statistics"}
icon="hero-chart-bar"
label={gettext("Statistics")}
/>
<% end %>
<%= if admin_menu_visible?(@current_user) do %>
<.menu_group
icon="hero-cog-6-tooth"

View file

@ -15,6 +15,8 @@ defmodule MvWeb.GroupLive.Show do
"""
use MvWeb, :live_view
require Logger
import MvWeb.LiveHelpers, only: [current_actor: 1]
import MvWeb.Authorization
@ -22,7 +24,15 @@ defmodule MvWeb.GroupLive.Show do
@impl true
def mount(_params, _session, socket) do
{:ok, socket}
{:ok,
socket
|> assign(:show_add_member_input, false)
|> assign(:member_search_query, "")
|> assign(:available_members, [])
|> assign(:selected_member_ids, [])
|> assign(:selected_members, [])
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)}
end
@impl true
@ -122,6 +132,128 @@ defmodule MvWeb.GroupLive.Show do
)}
</p>
<%= if can?(@current_user, :update, Mv.Membership.Group) do %>
<div class="mb-4">
<%= if assigns[:show_add_member_input] do %>
<div class="join w-full">
<form phx-change="search_members" class="flex-1">
<div class="relative">
<div class="input input-bordered join-item w-full flex flex-wrap gap-1 items-center py-1 px-2">
<%= for member <- @selected_members do %>
<span class="badge badge-outline badge flex items-center gap-1">
{MvWeb.Helpers.MemberHelpers.display_name(member)}
<button
type="button"
class="btn btn-ghost btn-xs p-0 h-4 w-4 min-h-0"
phx-click="remove_selected_member"
phx-value-member_id={member.id}
aria-label={
gettext("Remove %{name}",
name: MvWeb.Helpers.MemberHelpers.display_name(member)
)
}
>
<.icon name="hero-x-mark" class="size-3" />
</button>
</span>
<% end %>
<input
type="text"
id="member-search-input"
role="combobox"
phx-hook="ComboBox"
phx-focus="show_member_dropdown"
phx-debounce="300"
phx-keydown="member_dropdown_keydown"
phx-mounted={JS.focus()}
value={@member_search_query}
placeholder={
if Enum.empty?(@selected_members),
do: gettext("Search for a member..."),
else: ""
}
class="flex-1 min-w-[120px] border-0 focus:outline-none bg-transparent"
name="member_search"
aria-label={gettext("Search for a member")}
aria-autocomplete="list"
aria-controls="member-dropdown"
aria-expanded={to_string(@show_member_dropdown)}
aria-activedescendant={
if @focused_member_index,
do: "member-option-#{@focused_member_index}",
else: nil
}
autocomplete="off"
/>
</div>
<%= if length(@available_members) > 0 do %>
<div
id="member-dropdown"
role="listbox"
aria-label={gettext("Available members")}
class={"absolute z-10 w-full mt-1 bg-base-100 border border-base-300 rounded-lg shadow-lg max-h-60 overflow-auto top-full #{if !@show_member_dropdown, do: "hidden"}"}
phx-click-away="hide_member_dropdown"
>
<%= for {member, index} <- Enum.with_index(@available_members) do %>
<div
id={"member-option-#{index}"}
role="option"
tabindex="0"
aria-selected={to_string(@focused_member_index == index)}
phx-click="select_member"
phx-value-id={member.id}
data-member-id={member.id}
class={[
"px-4 py-3 cursor-pointer border-b border-base-300 last:border-b-0",
if(@focused_member_index == index,
do: "bg-base-300",
else: "hover:bg-base-200"
)
]}
>
<p class="font-medium">
{MvWeb.Helpers.MemberHelpers.display_name(member)}
</p>
<p class="text-sm text-base-content/70">
{member.email || gettext("No email")}
</p>
</div>
<% end %>
</div>
<% end %>
</div>
</form>
<button
type="button"
class="btn btn-primary join-item"
phx-click="add_selected_members"
disabled={Enum.empty?(@selected_member_ids)}
aria-label={gettext("Add members")}
>
<.icon name="hero-plus" class="size-5" />
</button>
<button
type="button"
class="btn join-item"
phx-click="hide_add_member_input"
aria-label={gettext("Cancel")}
>
{gettext("Cancel")}
</button>
</div>
<% else %>
<.button
variant="primary"
phx-click="show_add_member_input"
aria-label={gettext("Add Member")}
>
{gettext("Add Member")}
</.button>
<% end %>
</div>
<% end %>
<%= if Enum.empty?(@group.members || []) do %>
<p class="text-base-content/50 italic">{gettext("No members in this group")}</p>
<% else %>
@ -131,6 +263,9 @@ defmodule MvWeb.GroupLive.Show do
<tr>
<th>{gettext("Name")}</th>
<th>{gettext("Email")}</th>
<%= if can?(@current_user, :update, Mv.Membership.Group) do %>
<th class="w-0">{gettext("Actions")}</th>
<% end %>
</tr>
</thead>
<tbody>
@ -156,6 +291,20 @@ defmodule MvWeb.GroupLive.Show do
<span class="text-base-content/50 italic"></span>
<% end %>
</td>
<%= if can?(@current_user, :update, Mv.Membership.Group) do %>
<td>
<button
type="button"
class="btn btn-ghost btn-sm text-error"
phx-click="remove_member"
phx-value-member_id={member.id}
aria-label={gettext("Remove member from group")}
data-tooltip={gettext("Remove")}
>
<.icon name="hero-trash" class="size-4" />
</button>
</td>
<% end %>
</tr>
<% end %>
</tbody>
@ -236,11 +385,13 @@ defmodule MvWeb.GroupLive.Show do
"""
end
# Delete Modal Events
@impl true
def handle_event("open_delete_modal", _params, socket) do
{:noreply, assign(socket, show_delete_modal: true, name_confirmation: "")}
end
@impl true
def handle_event("cancel_delete", _params, socket) do
{:noreply,
socket
@ -248,10 +399,12 @@ defmodule MvWeb.GroupLive.Show do
|> assign(:name_confirmation, "")}
end
@impl true
def handle_event("update_name_confirmation", %{"name" => name}, socket) do
{:noreply, assign(socket, :name_confirmation, name)}
end
@impl true
def handle_event("confirm_delete", %{"slug" => slug}, socket) do
actor = current_actor(socket)
group = socket.assigns.group
@ -275,6 +428,417 @@ defmodule MvWeb.GroupLive.Show do
end
end
# Add Member Events
@impl true
def handle_event("show_add_member_input", _params, socket) do
# Reload group to ensure we have the latest members list
actor = current_actor(socket)
group = socket.assigns.group
socket = reload_group(socket, group.slug, actor)
{:noreply,
socket
|> assign(:show_add_member_input, true)
|> assign(:member_search_query, "")
|> assign(:available_members, [])
|> assign(:selected_member_ids, [])
|> assign(:selected_members, [])
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)}
end
@impl true
def handle_event("show_member_dropdown", _params, socket) do
# Use existing group.members for filtering; reload only on add/remove
socket =
socket
|> load_available_members("")
|> assign(:show_member_dropdown, true)
|> assign(:focused_member_index, nil)
{:noreply, socket}
end
@impl true
def handle_event("hide_add_member_input", _params, socket) do
{:noreply,
socket
|> assign(:show_add_member_input, false)
|> assign(:member_search_query, "")
|> assign(:available_members, [])
|> assign(:selected_member_ids, [])
|> assign(:selected_members, [])
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)}
end
@impl true
def handle_event("hide_member_dropdown", _params, socket) do
{:noreply, assign(socket, show_member_dropdown: false, focused_member_index: nil)}
end
@impl true
def handle_event("member_dropdown_keydown", %{"key" => "ArrowDown"}, socket) do
return_if_dropdown_closed(socket, fn ->
max_index = length(socket.assigns.available_members) - 1
current = socket.assigns.focused_member_index
new_index =
case current do
nil -> 0
index when index < max_index -> index + 1
_ -> current
end
{:noreply, assign(socket, focused_member_index: new_index)}
end)
end
@impl true
def handle_event("member_dropdown_keydown", %{"key" => "ArrowUp"}, socket) do
return_if_dropdown_closed(socket, fn ->
current = socket.assigns.focused_member_index
new_index =
case current do
nil -> 0
0 -> 0
index -> index - 1
end
{:noreply, assign(socket, focused_member_index: new_index)}
end)
end
@impl true
def handle_event("member_dropdown_keydown", %{"key" => "Enter"}, socket) do
return_if_dropdown_closed(socket, fn ->
select_focused_member(socket)
end)
end
@impl true
def handle_event("member_dropdown_keydown", %{"key" => "Escape"}, socket) do
return_if_dropdown_closed(socket, fn ->
{:noreply, assign(socket, show_member_dropdown: false, focused_member_index: nil)}
end)
end
@impl true
def handle_event("member_dropdown_keydown", _params, socket) do
# Ignore other keys
{:noreply, socket}
end
@impl true
def handle_event("search_members", %{"member_search" => query}, socket) do
# Use existing group.members for filtering; reload only on add/remove
socket =
socket
|> assign(:member_search_query, query)
|> load_available_members(query)
|> assign(:show_member_dropdown, true)
|> assign(:focused_member_index, nil)
{:noreply, socket}
end
@impl true
def handle_event("select_member", %{"id" => member_id}, socket) do
# Check if member is already selected
if member_id in socket.assigns.selected_member_ids do
{:noreply, socket}
else
# Find the selected member
selected_member = Enum.find(socket.assigns.available_members, &(&1.id == member_id))
if selected_member do
socket =
socket
|> assign(:selected_member_ids, [member_id | socket.assigns.selected_member_ids])
|> assign(:selected_members, [selected_member | socket.assigns.selected_members])
|> assign(:member_search_query, "")
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)
{:noreply, socket}
else
{:noreply, socket}
end
end
end
@impl true
def handle_event("remove_selected_member", %{"member_id" => member_id}, socket) do
socket =
socket
|> assign(:selected_member_ids, List.delete(socket.assigns.selected_member_ids, member_id))
|> assign(
:selected_members,
Enum.reject(socket.assigns.selected_members, &(&1.id == member_id))
)
{:noreply, socket}
end
@impl true
def handle_event("add_selected_members", _params, socket) do
actor = current_actor(socket)
group = socket.assigns.group
# Server-side authorization check
if can?(actor, :update, group) do
member_ids = Enum.uniq(socket.assigns.selected_member_ids)
perform_add_members(socket, group, member_ids, actor)
else
{:noreply,
socket
|> put_flash(:error, gettext("Not authorized."))
|> redirect(to: ~p"/groups/#{group.slug}")}
end
end
@impl true
def handle_event("remove_member", %{"member_id" => member_id}, socket) do
actor = current_actor(socket)
group = socket.assigns.group
# Server-side authorization check
if can?(actor, :update, group) do
perform_remove_member(socket, group, member_id, actor)
else
{:noreply,
socket
|> put_flash(:error, gettext("Not authorized."))
|> redirect(to: ~p"/groups/#{group.slug}")}
end
end
# Helper functions
defp return_if_dropdown_closed(socket, fun) do
if socket.assigns.show_member_dropdown do
fun.()
else
{:noreply, socket}
end
end
defp select_focused_member(socket) do
case socket.assigns.focused_member_index do
nil ->
{:noreply, socket}
index ->
select_member_by_index(socket, index)
end
end
defp select_member_by_index(socket, index) do
case Enum.at(socket.assigns.available_members, index) do
nil ->
{:noreply, socket}
member ->
add_member_to_selection(socket, member)
end
end
defp add_member_to_selection(socket, member) do
# Check if member is already selected
if member.id in socket.assigns.selected_member_ids do
{:noreply, socket}
else
socket =
socket
|> assign(:selected_member_ids, [member.id | socket.assigns.selected_member_ids])
|> assign(:selected_members, [member | socket.assigns.selected_members])
|> assign(:member_search_query, "")
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)
{:noreply, socket}
end
end
defp load_available_members(socket, query) do
require Ash.Query
current_member_ids = group_member_ids_set(socket.assigns.group)
base_query = available_members_base_query(query)
# Fetch more than 10, then exclude already-in-group and take 10 (avoids empty dropdown when first N are all in group)
fetch_limit = 50
limited_query = Ash.Query.limit(base_query, fetch_limit)
actor = current_actor(socket)
case Ash.read(limited_query, actor: actor, domain: Mv.Membership) do
{:ok, members} ->
available =
members
|> Enum.reject(fn m -> MapSet.member?(current_member_ids, m.id) end)
|> Enum.take(10)
assign(socket, available_members: available)
{:error, error} ->
Logger.warning("Failed to load available members for group: #{inspect(error)}")
socket
|> put_flash(:error, gettext("Could not load member search. Please try again."))
|> assign(:available_members, [])
end
end
defp available_members_base_query(query) do
search_query = if query && String.trim(query) != "", do: String.trim(query), else: nil
if search_query do
Mv.Membership.Member
|> Ash.Query.for_read(:search, %{query: search_query})
else
Mv.Membership.Member
|> Ash.Query.new()
end
end
defp group_member_ids_set(group) do
members = group.members || []
members |> Enum.map(& &1.id) |> MapSet.new()
end
defp perform_add_members(socket, group, member_ids, actor) when is_list(member_ids) do
# Add all members in a transaction-like manner
results =
Enum.map(member_ids, fn member_id ->
Membership.create_member_group(
%{member_id: member_id, group_id: group.id},
actor: actor
)
end)
# Check for errors
errors = Enum.filter(results, &match?({:error, _}, &1))
if Enum.empty?(errors) do
handle_successful_add_members(socket, group, actor)
else
handle_failed_add_members(socket, group, errors, actor)
end
end
defp perform_add_members(socket, _group, _member_ids, _actor) do
{:noreply,
socket
|> put_flash(:error, gettext("No members selected."))}
end
defp handle_successful_add_members(socket, group, actor) do
socket = reload_group(socket, group.slug, actor)
{:noreply,
socket
|> assign(:show_add_member_input, false)
|> assign(:member_search_query, "")
|> assign(:available_members, [])
|> assign(:selected_member_ids, [])
|> assign(:selected_members, [])
|> assign(:show_member_dropdown, false)
|> assign(:focused_member_index, nil)}
end
defp handle_failed_add_members(socket, group, errors, actor) do
error_messages = extract_error_messages(errors)
# Still reload to show any successful additions
socket = reload_group(socket, group.slug, actor)
{:noreply,
socket
|> put_flash(
:error,
gettext("Some members could not be added: %{errors}", errors: error_messages)
)
|> assign(:show_add_member_input, true)}
end
defp extract_error_messages(errors) do
Enum.map(errors, fn {:error, error} ->
format_single_error(error)
end)
|> Enum.uniq()
|> Enum.join(", ")
end
defp format_single_error(%{errors: [%{message: message}]}) when is_binary(message), do: message
defp format_single_error(%{errors: [%{field: :member_id, message: message}]})
when is_binary(message),
do: message
defp format_single_error(error), do: format_error(error)
defp perform_remove_member(socket, group, member_id, actor) do
require Ash.Query
# Find the MemberGroup association
query =
Mv.Membership.MemberGroup
|> Ash.Query.filter(member_id == ^member_id and group_id == ^group.id)
case Ash.read_one(query, actor: actor, domain: Mv.Membership) do
{:ok, nil} ->
{:noreply,
socket
|> put_flash(:error, gettext("Member is not in this group."))}
{:ok, member_group} ->
case Membership.destroy_member_group(member_group, actor: actor) do
:ok ->
# Reload group with members and member_count
socket = reload_group(socket, group.slug, actor)
{:noreply, socket}
{:error, error} ->
error_message = format_error(error)
{:noreply,
socket
|> put_flash(
:error,
gettext("Failed to remove member: %{error}", error: error_message)
)}
end
{:error, error} ->
error_message = format_error(error)
{:noreply,
socket
|> put_flash(
:error,
gettext("Failed to remove member: %{error}", error: error_message)
)}
end
end
defp reload_group(socket, slug, actor) do
require Ash.Query
query =
Mv.Membership.Group
|> Ash.Query.filter(slug == ^slug)
|> Ash.Query.load([:members, :member_count])
case Ash.read_one(query, actor: actor, domain: Mv.Membership) do
{:ok, group} ->
assign(socket, :group, group)
{:error, _} ->
socket
end
end
defp handle_delete_confirmation(socket, group, actor) do
if socket.assigns.name_confirmation == group.name do
perform_group_deletion(socket, group, actor)

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@ -0,0 +1,628 @@
defmodule MvWeb.StatisticsLive do
@moduledoc """
LiveView for the statistics page at /statistics.
Displays aggregated member and membership fee cycle statistics.
"""
use MvWeb, :live_view
require Logger
import MvWeb.LiveHelpers, only: [current_actor: 1]
alias Mv.Statistics
alias Mv.MembershipFees.MembershipFeeType
alias MvWeb.Helpers.MembershipFeeHelpers
@impl true
def mount(_params, _session, socket) do
# Only static assigns and fee types here; load_statistics runs once in handle_params
socket =
socket
|> assign(:page_title, gettext("Statistics"))
|> assign(:selected_fee_type_id, nil)
|> load_fee_types()
{:ok, socket}
end
@impl true
def handle_params(params, uri, socket) do
# Query params: after push_patch, params may not include query string in some cases;
# always derive from URI as well so fee_type_id is reliable.
uri_query = if uri, do: URI.decode_query(URI.parse(uri).query || ""), else: %{}
fee_type_id = params["fee_type_id"] || uri_query["fee_type_id"]
fee_type_id = normalize_fee_type_id(fee_type_id)
socket =
socket
|> assign(:selected_fee_type_id, fee_type_id)
|> load_statistics()
{:noreply, socket}
end
defp normalize_fee_type_id(nil), do: nil
defp normalize_fee_type_id(""), do: nil
defp normalize_fee_type_id(id) when is_binary(id) do
case String.trim(id) do
"" -> nil
trimmed -> trimmed
end
end
defp normalize_fee_type_id(_), do: nil
@impl true
def render(assigns) do
~H"""
<Layouts.app flash={@flash} current_user={@current_user}>
<.header>
{gettext("Statistics")}
<:subtitle>{gettext("Overview from first membership to today")}</:subtitle>
</.header>
<section class="mb-8" aria-labelledby="members-heading">
<h2 id="members-heading" class="text-xl font-semibold mb-4">{gettext("Members")}</h2>
<div class="grid grid-cols-1 sm:grid-cols-2 gap-4 mb-6">
<div class="card bg-base-200 shadow-md border border-base-300">
<div class="card-body p-5">
<h3 class="card-title text-sm font-medium text-base-content/80">
{gettext("Active members")}
</h3>
<p
class="text-3xl font-bold tabular-nums"
aria-label={gettext("Active members") <> ": " <> to_string(@active_count)}
>
{@active_count}
</p>
</div>
</div>
<div class="card bg-base-200 shadow-md border border-base-300">
<div class="card-body p-5">
<h3 class="card-title text-sm font-medium text-base-content/80">
{gettext("Inactive members")}
</h3>
<p
class="text-3xl font-bold tabular-nums"
aria-label={gettext("Inactive members") <> ": " <> to_string(@inactive_count)}
>
{@inactive_count}
</p>
</div>
</div>
</div>
<div class="card bg-base-200 shadow-md border border-base-300">
<div class="card-body">
<h3 class="card-title text-lg mb-4">{gettext("Member numbers by year")}</h3>
<p class="text-sm text-base-content/70 mb-4">
{gettext("From %{first} to %{last} (relevant years with membership data)",
first: @years |> List.last() |> to_string(),
last: @years |> List.first() |> to_string()
)}
</p>
<.member_numbers_table joins_exits_by_year={@joins_exits_by_year} />
</div>
</div>
</section>
<section class="mb-8" aria-labelledby="contributions-heading">
<h2 id="contributions-heading" class="text-xl font-semibold mb-4">
{gettext("Contributions")}
</h2>
<div class="flex flex-wrap items-end gap-4 mb-6">
<div class="flex items-center gap-2">
<form id="fee-type-form" phx-change="change_fee_type" class="flex items-center gap-2">
<label for="fee-type-filter" class="text-sm font-medium text-base-content/80">
{gettext("Fee type")}:
</label>
<select
id="fee-type-filter"
name="fee_type_id"
class="select select-bordered select-sm min-w-[10rem]"
>
<option value="" selected={@selected_fee_type_id in [nil, ""]}>
{gettext("All")}
</option>
<%= for ft <- @membership_fee_types do %>
<option
value={ft.id}
selected={to_string(@selected_fee_type_id) == to_string(ft.id)}
>
{ft.name}
</option>
<% end %>
</select>
</form>
</div>
</div>
<div class="card bg-base-200 shadow-md border border-base-300">
<div class="card-body">
<h3 class="card-title text-lg mb-4">{gettext("Contributions by year")}</h3>
<div class="flex flex-col gap-8 items-start">
<div class="w-full">
<.contributions_bars_by_year
contributions_by_year={@contributions_by_year}
totals_over_all_years={@totals_over_all_years}
/>
</div>
<div class="w-full flex flex-col items-center pt-6 mt-2 border-t border-base-300">
<h4 class="text-sm font-semibold mb-3">{gettext("All years combined (pie)")}</h4>
<.contributions_pie cycle_totals={@totals_over_all_years} />
<p class="text-xs text-base-content/70 mt-2">
<span class="inline-block w-2 h-2 rounded-full bg-success align-middle mr-1"></span>
{gettext("Paid")}
<span class="inline-block w-2 h-2 rounded-full bg-warning align-middle mx-2 mr-1">
</span>
{gettext("Unpaid")}
<span class="inline-block w-2 h-2 rounded-full bg-base-content/20 align-middle mx-2 mr-1">
</span>
{gettext("Suspended")}
</p>
</div>
</div>
</div>
</div>
</section>
</Layouts.app>
"""
end
@impl true
def handle_event("change_fee_type", %{"fee_type_id" => ""}, socket) do
{:noreply, push_patch(socket, to: ~p"/statistics")}
end
def handle_event("change_fee_type", %{"fee_type_id" => id}, socket) when is_binary(id) do
trimmed = String.trim(id)
to =
if trimmed == "",
do: ~p"/statistics",
else: ~p"/statistics" <> "?" <> URI.encode_query(%{"fee_type_id" => trimmed})
{:noreply, push_patch(socket, to: to)}
end
attr :joins_exits_by_year, :list, required: true
defp member_numbers_table(assigns) do
rows = assigns.joins_exits_by_year
total_activity = Enum.map(rows, fn r -> r.joins + r.exits end)
max_total = (total_activity != [] && Enum.max(total_activity)) || 1
rows_with_pct =
Enum.map(rows, fn row ->
sum = row.joins + row.exits
bar_pct =
if max_total > 0 and sum > 0 do
min(100.0, Float.round(sum / max_total * 100, 1))
else
0
end
seg_scale = max(sum, 1)
joins_pct = min(100.0, row.joins / seg_scale * 100)
exits_pct = min(100.0, row.exits / seg_scale * 100)
%{
year: row.year,
joins: row.joins,
exits: row.exits,
bar_pct: bar_pct,
joins_pct: Float.round(joins_pct, 1),
exits_pct: Float.round(exits_pct, 1)
}
end)
assigns = assign(assigns, :rows, rows_with_pct)
~H"""
<div
class="overflow-x-auto"
role="img"
aria-label={gettext("Member numbers by year as table with bars")}
>
<table class="table table-sm w-full">
<thead class="bg-base-300">
<tr>
<th scope="col" class="text-base-content font-semibold w-20">{gettext("Year")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Joins")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Exits")}</th>
</tr>
</thead>
<tbody>
<%= for row <- @rows do %>
<tr>
<td
rowspan="2"
class="font-mono align-middle border-b-0"
>
{row.year}
</td>
<td colspan="2" class="align-top p-1 pb-0 border-b-0">
<div class="h-6 rounded overflow-hidden bg-base-300 relative min-w-[4rem]">
<div
class="flex h-full absolute left-0 top-0 bottom-0 min-w-0 rounded"
style={"width: #{max(0, row.bar_pct)}%"}
>
<div
class="h-full bg-success min-w-0 rounded-l"
style={"width: #{row.joins_pct}%"}
title={gettext("Joins")}
>
</div>
<div
class="h-full bg-error min-w-0 rounded-r"
style={"width: #{row.exits_pct}%"}
title={gettext("Exits")}
>
</div>
</div>
</div>
</td>
</tr>
<tr>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
<span class="inline-flex items-center gap-1.5">
{row.joins}
<span
class="inline-block w-2 h-2 rounded-full bg-success shrink-0"
aria-hidden="true"
title={gettext("Joins")}
>
</span>
</span>
</td>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
<span class="inline-flex items-center gap-1.5">
{row.exits}
<span
class="inline-block w-2 h-2 rounded-full bg-error shrink-0"
aria-hidden="true"
title={gettext("Exits")}
>
</span>
</span>
</td>
</tr>
<% end %>
</tbody>
</table>
</div>
"""
end
attr :contributions_by_year, :list, required: true
attr :totals_over_all_years, :map, required: true
defp contributions_bars_by_year(assigns) do
rows = assigns.contributions_by_year
totals = assigns.totals_over_all_years
all_rows_with_decimals =
Enum.map(rows, fn row ->
%{
year: row.year,
summary: false,
total: row.total,
paid: row.paid,
unpaid: row.unpaid,
suspended: row.suspended
}
end) ++
[
%{
year: nil,
summary: true,
total: totals.total,
paid: totals.paid,
unpaid: totals.unpaid,
suspended: totals.suspended
}
]
max_total = max_decimal(all_rows_with_decimals, :total)
rows_with_pct =
Enum.map(all_rows_with_decimals, fn row ->
bar_pct = bar_pct(row.total, max_total)
sum_positive =
Decimal.add(Decimal.add(row.paid, row.unpaid), row.suspended)
seg_scale =
if Decimal.compare(sum_positive, 0) == :gt, do: sum_positive, else: Decimal.new(1)
paid_pct =
row.paid
|> Decimal.div(seg_scale)
|> Decimal.mult(100)
|> Decimal.to_float()
|> min(100.0)
unpaid_pct =
row.unpaid
|> Decimal.div(seg_scale)
|> Decimal.mult(100)
|> Decimal.to_float()
|> min(100.0)
suspended_pct =
row.suspended
|> Decimal.div(seg_scale)
|> Decimal.mult(100)
|> Decimal.to_float()
|> min(100.0)
%{
year: row.year,
summary: row.summary,
total_formatted: MembershipFeeHelpers.format_currency(row.total),
paid_formatted: MembershipFeeHelpers.format_currency(row.paid),
unpaid_formatted: MembershipFeeHelpers.format_currency(row.unpaid),
suspended_formatted: MembershipFeeHelpers.format_currency(row.suspended),
bar_pct: bar_pct,
paid_pct: paid_pct,
unpaid_pct: unpaid_pct,
suspended_pct: suspended_pct
}
end)
assigns = assign(assigns, :rows, rows_with_pct)
~H"""
<div
class="overflow-x-auto"
role="img"
aria-label={gettext("Contributions by year as table with stacked bars")}
>
<table class="table table-sm w-full">
<thead class="bg-base-300">
<tr>
<th scope="col" class="text-base-content font-semibold w-20">{gettext("Year")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Paid")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Unpaid")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Suspended")}</th>
<th scope="col" class="text-base-content font-semibold">{gettext("Total")}</th>
</tr>
</thead>
<tbody>
<%= for row <- @rows do %>
<tr class={row.summary && "border-t-2 border-base-300 bg-base-300/30"}>
<td
rowspan="2"
class={"font-mono align-middle border-b-0 #{if row.summary, do: "font-semibold", else: ""}"}
>
<%= if row.summary do %>
{gettext("Total")}
<% else %>
{row.year}
<% end %>
</td>
<td colspan="4" class="align-top p-1 pb-0 border-b-0">
<div class="h-6 rounded overflow-hidden bg-base-300 relative min-w-[4rem]">
<div
class="flex h-full absolute left-0 top-0 bottom-0 min-w-0 rounded"
style={"width: #{max(0, Float.round(row.bar_pct, 1))}%"}
>
<div
class="h-full bg-success min-w-0 rounded-l"
style={"width: #{Float.round(row.paid_pct, 1)}%"}
title={gettext("Paid")}
>
</div>
<div
class="h-full bg-warning min-w-0"
style={"width: #{Float.round(row.unpaid_pct, 1)}%"}
title={gettext("Unpaid")}
>
</div>
<div
class="h-full bg-base-content/20 min-w-0 rounded-r"
style={"width: #{Float.round(row.suspended_pct, 1)}%"}
title={gettext("Suspended")}
>
</div>
</div>
</div>
</td>
</tr>
<tr class={row.summary && "bg-base-300/30"}>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
<span class="inline-flex items-center gap-1.5">
{row.paid_formatted}
<span
class="inline-block w-2 h-2 rounded-full bg-success shrink-0"
aria-hidden="true"
title={gettext("Paid")}
>
</span>
</span>
</td>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
<span class="inline-flex items-center gap-1.5">
{row.unpaid_formatted}
<span
class="inline-block w-2 h-2 rounded-full bg-warning shrink-0"
aria-hidden="true"
title={gettext("Unpaid")}
>
</span>
</span>
</td>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
<span class="inline-flex items-center gap-1.5">
{row.suspended_formatted}
<span
class="inline-block w-2 h-2 rounded-full bg-base-content/20 shrink-0"
aria-hidden="true"
title={gettext("Suspended")}
>
</span>
</span>
</td>
<td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
{row.total_formatted}
</td>
</tr>
<% end %>
</tbody>
</table>
</div>
"""
end
defp max_decimal(rows, key) do
Enum.reduce(rows, Decimal.new(0), fn row, acc ->
val = Map.get(row, key)
if Decimal.compare(val, acc) == :gt, do: val, else: acc
end)
end
defp bar_pct(value, max) do
scale = if Decimal.compare(max, 0) == :gt, do: max, else: Decimal.new(1)
pct = value |> Decimal.div(scale) |> Decimal.mult(100) |> Decimal.to_float()
min(100.0, pct)
end
attr :cycle_totals, :map, required: true
defp contributions_pie(assigns) do
paid = assigns.cycle_totals.paid
unpaid = assigns.cycle_totals.unpaid
suspended = assigns.cycle_totals.suspended
sum_positive = Decimal.add(Decimal.add(paid, unpaid), suspended)
scale = if Decimal.compare(sum_positive, 0) == :gt, do: sum_positive, else: Decimal.new(1)
paid_pct = Decimal.div(paid, scale) |> Decimal.mult(100) |> Decimal.to_float()
unpaid_pct = Decimal.div(unpaid, scale) |> Decimal.mult(100) |> Decimal.to_float()
suspended_pct = Decimal.div(suspended, scale) |> Decimal.mult(100) |> Decimal.to_float()
# Conic gradient: 0deg = top, clockwise. Success (paid), warning (unpaid), base-300 (suspended)
# Use theme CSS variables (--color-*) so the pie renders in all themes
paid_deg = paid_pct * 3.6
unpaid_deg = unpaid_pct * 3.6
gradient_stops =
"var(--color-success) 0deg, var(--color-success) #{paid_deg}deg, var(--color-warning) #{paid_deg}deg, var(--color-warning) #{paid_deg + unpaid_deg}deg, var(--color-base-300) #{paid_deg + unpaid_deg}deg, var(--color-base-300) 360deg"
assigns =
assigns
|> assign(:paid_pct, paid_pct)
|> assign(:unpaid_pct, unpaid_pct)
|> assign(:suspended_pct, suspended_pct)
|> assign(:gradient_stops, gradient_stops)
~H"""
<div
class="w-40 h-40 min-h-[10rem] rounded-full shrink-0 border-2 border-base-300 bg-base-300"
style={"background: conic-gradient(#{@gradient_stops});"}
role="img"
aria-label={
gettext(
"Contributions pie: paid %{paid}%%, unpaid %{unpaid}%%, suspended %{suspended}%%",
paid: Float.round(@paid_pct, 1),
unpaid: Float.round(@unpaid_pct, 1),
suspended: Float.round(@suspended_pct, 1)
)
}
title={"#{gettext("Paid")}: #{Float.round(@paid_pct, 1)}%, #{gettext("Unpaid")}: #{Float.round(@unpaid_pct, 1)}%, #{gettext("Suspended")}: #{Float.round(@suspended_pct, 1)}%"}
>
</div>
"""
end
defp load_fee_types(socket) do
actor = current_actor(socket)
case MembershipFeeType
|> Ash.Query.sort(name: :asc)
|> Ash.read(domain: Mv.MembershipFees, actor: actor) do
{:ok, fee_types} ->
assign(socket, :membership_fee_types, fee_types)
{:error, reason} ->
Logger.warning("StatisticsLive: failed to load fee types: #{inspect(reason)}")
socket
|> put_flash(:error, gettext("Fee types could not be loaded."))
|> assign(:membership_fee_types, [])
end
end
defp load_statistics(socket) do
actor = current_actor(socket)
fee_type_id = socket.assigns[:selected_fee_type_id]
# Member stats must never depend on fee type (only contributions do)
opts_member = [actor: actor]
opts_contributions =
[actor: actor] ++ if fee_type_id, do: [fee_type_id: fee_type_id], else: []
current_year = Date.utc_today().year
first_year = Statistics.first_join_year(opts_member) || current_year
years = first_year..current_year |> Enum.to_list() |> Enum.reverse()
active_count = Statistics.active_member_count(opts_member)
inactive_count = Statistics.inactive_member_count(opts_member)
joins_exits_by_year = build_joins_exits_by_year(years, opts_member)
contributions_by_year = build_contributions_by_year(years, opts_contributions)
totals_over_all_years = sum_cycle_totals(contributions_by_year)
assign(socket,
years: years,
active_count: active_count,
inactive_count: inactive_count,
joins_exits_by_year: joins_exits_by_year,
contributions_by_year: contributions_by_year,
totals_over_all_years: totals_over_all_years
)
end
defp build_joins_exits_by_year(years, opts) do
Enum.map(years, fn y ->
%{
year: y,
joins: Statistics.joins_by_year(y, opts),
exits: Statistics.exits_by_year(y, opts)
}
end)
end
defp build_contributions_by_year(years, opts) do
Enum.map(years, fn y ->
totals = Statistics.cycle_totals_by_year(y, opts)
%{
year: y,
total: totals.total,
paid: totals.paid,
unpaid: totals.unpaid,
suspended: totals.suspended
}
end)
end
defp sum_cycle_totals(contributions_by_year) do
Enum.reduce(
contributions_by_year,
%{
total: Decimal.new(0),
paid: Decimal.new(0),
unpaid: Decimal.new(0),
suspended: Decimal.new(0)
},
fn row, acc ->
%{
total: Decimal.add(acc.total, row.total),
paid: Decimal.add(acc.paid, row.paid),
unpaid: Decimal.add(acc.unpaid, row.unpaid),
suspended: Decimal.add(acc.suspended, row.suspended)
}
end
)
end
end

View file

@ -9,6 +9,7 @@ defmodule MvWeb.PagePaths do
# Sidebar top-level menu paths
@members "/members"
@membership_fee_types "/membership_fee_types"
@statistics "/statistics"
# Administration submenu paths (all must match router)
@users "/users"
@ -31,6 +32,9 @@ defmodule MvWeb.PagePaths do
@doc "Path for Membership Fee Types index (sidebar and page permission check)."
def membership_fee_types, do: @membership_fee_types
@doc "Path for Statistics page (sidebar and page permission check)."
def statistics, do: @statistics
@doc "Paths for Administration menu; show group if user can access any of these."
def admin_menu_paths, do: @admin_page_paths

View file

@ -73,6 +73,9 @@ defmodule MvWeb.Router do
# Membership Fee Types Management
live "/membership_fee_types", MembershipFeeTypeLive.Index, :index
# Statistics
live "/statistics", StatisticsLive, :index
live "/membership_fee_types/new", MembershipFeeTypeLive.Form, :new
live "/membership_fee_types/:id/edit", MembershipFeeTypeLive.Form, :edit